White Lighthouse Investment Management Inc. Vanguard Dividend Appreciation Transaction History
White Lighthouse Investment Management Inc.
- $613 Million
- Q2 2025
A detailed history of White Lighthouse Investment Management Inc. transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, White Lighthouse Investment Management Inc. holds 51,844 shares of VIG stock, worth $9.44 Million. This represents 1.54% of its overall portfolio holdings.
Number of Shares
51,844
Previous 51,016
1.62%
Holding current value
$9.44 Million
Previous $9.29 Million
1.63%
% of portfolio
1.54%
Previous 1.66%
Shares
31 transactions
Others Institutions Holding VIG
# of Institutions
2,586Shares Held
257MCall Options Held
478KPut Options Held
113K-
Laurel Wealth Advisors LLC Charlotte, NC35.6MShares$6.48 Billion2.49% of portfolio
-
Bank Of America Corp Charlotte, NC21.3MShares$3.88 Billion0.29% of portfolio
-
Morgan Stanley New York, NY12.7MShares$2.31 Billion0.16% of portfolio
-
Wells Fargo & Company San Francisco, CA10.7MShares$1.94 Billion0.42% of portfolio
-
Vanguard Group Inc Valley Forge, PA10.5MShares$1.91 Billion0.03% of portfolio